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  1. Engagement Scoring - 90% of our clients do not use Leads at all so when I introduce the concept of Lead Scoring it causes a lot of confusion and concern. When you re-invent lead scoring for D365 Marketing > Real Time Marketing, please make it more general like "Engagement Scoring" and allow us to score Contacts, Leads, and/or Accounts. Today we can only score Leads and those Leads must be connected to a Parent Contact. Most clients do not use the Lead entity and even the clients that do - do not always have Leads connected to Contacts (even if they should)
  2. Increase Accessibility - To encourage clients to use Engagement Scoring - make it more accessible from each asset. For example - in the Email Designer - add an icon for Scoring that allows me to pick a scoring model, email behavior and score. When published - the scoring model selected would update to include the score I entered for the behavior I entered. If the Scoring model was already published - it would add my change & re-publish. If the Scoring model was in Draft - it would add my change and stay in draft.
  3. Scoring Options - Add Activities to Behavior & Data - Engagment Scoring would allow us to create scoring models to present on Contact, Lead, and/or Account records. We would have the ability to score on data and/or behavior just like today. In addition to data & behavior - we would like the ability to add or decrease scores through activities like tasks, appointments and phone calls. How, might you ask? I can think of 2 options. Option 1: When an activity references the Contact, Lead or Account - we get to add or remove points based on the activity type and if it was within a certain date range. Option 2: The activity form has an Engagement Score field where a staff member can select a Scoring Model and enter a positive or negative number of points. The points apply to the Contact, Lead, or Account referenced on the activity.
  4. Hide/Show Scoring Models - Today we have clients who do not use Lead Scoring because it automatically appears on the OOB Contact form. Rather than ask their Admin to help hide/show this information to the proper users - they just avoid it. So it would be great if in D365 Marketing > Settings there was a way to pick and choose what marketing data shows on the OOB Contact form (or all forms). If you can't do it at a form level, perhaps just all us to pick what scoring models show or hide. This would help us get more clients to use the feature.


I thought I submitted this idea before but I cannot find it - so apologies if this is already in the list.

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

 

Sincerely, PM, Microsoft